← 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 1,334
Funds Holding Change +16
Funds Holding Growth +1%
Value $59.6B
Holding in Top 10 53
Top 10 Change -17
Top 10 Growth -24%
Value Growth +0.5%
New 127
Increased 495
Reduced 503
Closed 97
Capital Inflow $5.01B
Capital Outflow $3.97B
Net Capital Flow +$1.04B
Capital Flow Change +$1.12B
Calls $964M
Puts $1.79B
Net Calls -$821M
Put/Call Ratio 1.85