← 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 1,408
Funds Holding Change +88
Funds Holding Growth +7%
Value $65B
Holding in Top 10 72
Top 10 Change +8
Top 10 Growth +13%
Value Growth +16%
New 217
Increased 457
Reduced 530
Closed 102
Capital Inflow $3.39B
Capital Outflow $3.33B
Net Capital Flow +$52.5M
Capital Flow Change +$1.36B
Calls $840M
Puts $861M
Net Calls -$20.5M
Put/Call Ratio 1.02