← 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 1,132
Funds Holding Change +27
Funds Holding Growth +2%
Value $44.1B
Holding in Top 10 49
Top 10 Change -5
Top 10 Growth -9%
Value Growth +7%
New 122
Increased 402
Reduced 445
Closed 82
Capital Inflow $3.84B
Capital Outflow $3.4B
Net Capital Flow +$436M
Capital Flow Change +$479M
Calls $1.55B
Puts $1.23B
Net Calls +$322M
Put/Call Ratio 0.79