← 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 1,283
Funds Holding Change -28
Funds Holding Growth -2%
Value $53.1B
Holding in Top 10 51
Top 10 Change -4
Top 10 Growth -7%
Value Growth -2%
New 114
Increased 459
Reduced 523
Closed 130
Capital Inflow $4.69B
Capital Outflow $3.77B
Net Capital Flow +$923M
Capital Flow Change -$406M
Calls $796M
Puts $707M
Net Calls +$88.5M
Put/Call Ratio 0.89