← 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 1,831
Funds Holding Change -102
Funds Holding Growth -5%
Value $57.4B
Holding in Top 10 38
Top 10 Change -3
Top 10 Growth -7%
Value Growth -5%
New 201
Increased 685
Reduced 714
Closed 274
Capital Inflow $13.8B
Capital Outflow $5.2B
Net Capital Flow +$8.59B
Capital Flow Change +$3.25B
Calls $622M
Puts $805M
Net Calls -$183M
Put/Call Ratio 1.29