← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

Put/Call Ratio
Increase
Decrease
Funds Holding 1,107
Funds Holding Change +13
Funds Holding Growth +1%
Value $42B
Holding in Top 10 55
Top 10 Change -1
Top 10 Growth -2%
Value Growth +5%
New 104
Increased 358
Reduced 469
Closed 82
Capital Inflow $3.13B
Capital Outflow $3.11B
Net Capital Flow +$15M
Capital Flow Change -$290M
Calls $1.99B
Puts $1.25B
Net Calls +$745M
Put/Call Ratio 0.63