← 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 1,374
Funds Holding Change -27
Funds Holding Growth -2%
Value $66.7B
Holding in Top 10 60
Top 10 Change -8
Top 10 Growth -12%
Value Growth -0.4%
New 121
Increased 512
Reduced 540
Closed 136
Capital Inflow $2.88B
Capital Outflow $4.66B
Net Capital Flow -$1.78B
Capital Flow Change -$2.89B
Calls $638M
Puts $537M
Net Calls +$101M
Put/Call Ratio 0.84