← 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 1,703
Funds Holding Change +78
Funds Holding Growth +5%
Value $74B
Holding in Top 10 84
Top 10 Change +13
Top 10 Growth +18%
Value Growth -9%
New 221
Increased 732
Reduced 547
Closed 120
Capital Inflow $6.2B
Capital Outflow $4.4B
Net Capital Flow +$1.8B
Capital Flow Change -$1.54B
Calls $575M
Puts $492M
Net Calls +$82.5M
Put/Call Ratio 0.86